Full-Time

Journey View Lead

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Raleigh, NC, USA + 2 more

More locations: Charlotte, NC, USA | Atlanta, GA, USA

Category
Project Management
Strategy Development
Business & Strategy
Requirements
  • Bachelor’s degree required in related subject or equivalent education and related training with experience in business case generation
  • Seven or more years of experience in client experience, client relationship, insights, process management, product development, service design and/or applied behavioral sciences.
  • Experience developing strategies, managing major initiatives, including organizational transformation, and delivering results within a complex matrix environment required.
  • Journey View Lead should have meaningful experience in strategy, platform/product ownership or related disciplines, preferably in financial services. We are seeking leaders who have had previously led design efforts for front-end digital solutions, client experience re-engineering or product management - from conceptualization to tactical execution and delivery and release.
  • Experience with the use of quantitative and qualitative research tools and data to guide the creation of client experiences, interactions, and flows.
  • Demonstrated ability to manage large, complex efforts having significant impact on Company performance, meeting revenue and experience goals.
  • Ability to develop a comprehensive business case.
  • Polished and professional presentation skills, as well as verbal and written communication skills with particular emphasis on presentation and storytelling skills.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Exceptional personal confidence and commitment to excellence.
  • Ability to travel, occasionally overnight
Responsibilities
  • Define our future vision for client delivery, leading stakeholders alongside Journey team members.
  • Act as end-to-end experience product owner in collaboration with line of business counterparts and technology leadership.
  • Identify and define key journeys in partnership with service design, ensuring that the work solves human-centric problems for clients or teammates.
  • Closely collaborate with business, research and analytic partners to understand current state opportunity from multiple lenses, dimensioning potential business and emotional impacts.
  • Serve as a point of contact and relationship for the LOBs and client experience leaders while collaborating with business counterparts and act as end-to-end co-owner of the product, responsible for exercising business mandate, ongoing partnership with LOB.
  • Co-develop and drive the target product vision aligned with business strategy along with Service Design partners and the working team assigned to the Journey from other areas of the business.
  • Effectively communicate process, vision and status to key stakeholders and Journey team members and show alignment to the company’s overall goals.
Desired Qualifications
  • Masters of Business Administration (MBA) or Graduate degree

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity